Risks from Supply Constraints, Raw Material Prices, Infectious Diseases and Financial Market Volatility
First written in FY2022-Q3. 1 of 7 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2022: 3 of 7 companies on the "Worse" side.
1 other company's latest entry also says "Other".
- FY2026Explicit identification of Middle East and U.S. policy risksAnnual report
「However, sufficient attention must be paid to the risk that a downturn in overseas economies, including the effects of the situation in the Middle East, volatility in financial and capital markets, and trade policy and US policy developments, could weigh on Japan's economy.」
In addition to the previously identified risks of a downturn in overseas economies and US policy, the situation in the Middle East, trade policy, and US policy developments were explicitly identified as factors requiring attention in the economic environment. - FY2025Explicit disclosure of US policy and inflation risksAnnual report
「However, sufficient attention must be paid to the risk that a downturn in overseas economies, including the effects of continued inflation on private consumption through a deterioration in consumer sentiment and the effects of US policy developments, including trade policy, could weigh on Japan's economy.」
In addition to the previously identified risks of a downturn in overseas economies and monetary tightening, continued inflation and US trade policy were explicitly identified as factors that could cause the economy to weaken. - FY2025-H1Explicit disclosure of risks from high interest rates in the US and Europe and stagnation in the Chinese real estate marketAnnual report
「However, sufficient attention must be paid to the risk that a downturn in overseas economies, including the effects of continued high interest rates in the US and Europe and continued stagnation in China's real estate market, could weigh on Japan's economy.」
In addition to the previously identified risks of a downturn in overseas economies, monetary tightening, and concerns about the Chinese economy, continued high interest rates in the US and Europe and stagnation in China's real estate market were cited specifically as factors requiring attention. - FY2024-Q2RestatedAnnual report
「However, sufficient attention must be paid to the risk that a downturn in overseas economies, including the effects of global monetary tightening and concerns about the outlook for the Chinese economy, could weigh on Japan's economy.」
Global monetary tightening, concerns about the outlook for the Chinese economy, and a downturn in overseas economies have been reconfirmed as factors requiring attention in the economic environment. - FY2023-Q3Explicit identification of monetary tightening and overseas economic downside risksAnnual report
「However, as global monetary tightening and other factors continue, a downturn in overseas economies poses a risk of putting downward pressure on Japan's economy. In addition to rising prices and supply-side constraints, it is necessary to pay close attention to the impact of volatility in financial and capital markets and trends in infectious diseases in China.」
In addition to the previously identified factors of supply constraints, rising prices, financial market volatility and infectious disease trends in China, global monetary tightening and a downturn in overseas economies were specifically listed as factors requiring attention. - FY2023-Q1Greater specificity regarding geopolitical and Chinese economic risksAnnual report
「However, amid concerns over the prolonged situation in Ukraine and the impact of restrictions on economic activity in China, it is necessary to pay close attention to downside risks from higher raw material prices, supply-side constraints and volatility in financial and capital markets.」
In addition to supply constraints, raw material prices, infectious diseases and financial market volatility, the prolonged situation in Ukraine and restrictions on economic activity in China were specifically identified as factors that could weaken the economy. - FY2022-Q3First statedAnnual report
「However, in addition to the need to pay close attention to downside risks arising from supply-side constraints and trends in raw material prices, it is necessary to monitor closely the impact of infectious diseases, including variants, on domestic and overseas economies, as well as fluctuations in financial and capital markets.」
In its discussion of the economic environment, the company identified for the first time as a standalone theme the need to pay attention to the possibility that supply-side constraints, raw material prices, infectious diseases including variants, and volatility in financial and capital markets could affect domestic and overseas economies and business performance.